Technology >> Sector Roundtables >> October 5, 1998
RICHARD K. WEINGARTEN is a Managing Director at Salomon Smith Barney
where he follows the computer services and financial technology sectors.
He has nine years experience following technology and financial services
stocks and an additional six years of industry experience. Previously,
he was associated with Montgomery Securities, Mabon Securities, and
Sanford C. Bernstein. He also ran the strategic planning and business
development function for one of the world's largest airline reservation
systems. He received his Bachelor's degree in economics from the
Wharton School of the University of Pennsylvania and his MBA from the
J.L. Kellogg Graduate School of Management at Northwestern University.
Mr. Weingarten co-authored the book Marketing Mutual Funds: Targeting
the Affluent and Retail Investor. Profile
JAMES F. KISSANE is a Managing Director at Bear, Stearns & Company where
he follows corporate service stocks. Previously, he was associated with
Salomon Brothers. Mr. Kissane received his Bachelor's degree in finance
from SUNY at Albany and his MBA in finance from New York University. Profile
GREG GOULD is a Vice President at Goldman, Sachs & Co. in the Investment
Research Department and is responsible for coverage of the computer
services sector. He received his Bachelor of Science degree at the
Massachusetts Institute of Technology. Mr. Gould includes running and
skiing among his personal interests. Profile
DAVID TOGUT is a Principal of Morgan Stanley which he joined in 1996 as
an Equity Research Analyst covering computer and business services
companies. Previously, he was associated with CS First Boston and Fred
Alger Management. He received his Bachelor's degree in history from
Brown University and his MBA in finance and accounting from Columbia
Business School. Mr. Togut is a Chartered Financial Analyst and is a
member of both the NYSSA and the AIMR. Profile
TWST: Greg, given the current market volatility, what part can dataservices stocks play in a technology investment portfolio?
Mr. Gould: The argument for investing in the computer services